This is the accessible text file for GAO report number GAO-05-275 entitled 'Defense Logistics: Actions Needed to Improve the Availability of Critical Items during Current and Future Operations' which was released on April 8, 2005. This text file was formatted by the U.S. Government Accountability Office (GAO) to be accessible to users with visual impairments, as part of a longer term project to improve GAO products' accessibility. Every attempt has been made to maintain the structural and data integrity of the original printed product. Accessibility features, such as text descriptions of tables, consecutively numbered footnotes placed at the end of the file, and the text of agency comment letters, are provided but may not exactly duplicate the presentation or format of the printed version. The portable document format (PDF) file is an exact electronic replica of the printed version. We welcome your feedback. Please E-mail your comments regarding the contents or accessibility features of this document to Webmaster@gao.gov. This is a work of the U.S. government and is not subject to copyright protection in the United States. It may be reproduced and distributed in its entirety without further permission from GAO. Because this work may contain copyrighted images or other material, permission from the copyright holder may be necessary if you wish to reproduce this material separately. Report to Congressional Committees: April 2005: Defense Logistics: Actions Needed to Improve the Availability of Critical Items during Current and Future Operations: GAO-05-275: GAO Highlights: Highlights of GAO-05-275, a report to congressional committees: Why GAO Did This Study: GAO has identified spare parts supply as a long-standing Department of Defense (DOD) management problem. In December 2003, GAO reported on problems with Operation Iraqi Freedom (OIF) logistics support including shortages of spare parts and supplies in Iraq. This report expands on that effort by assessing (1) what supply shortages were experienced by U.S. forces in Iraq between October 2002 and September 2004 and what impact the shortages had on their operations, (2) what primary deficiencies in the supply system contributed to any identified supply shortages, and (3) what actions DOD has taken to improve the timely availability of supplies for current and future operations. To address these objectives, GAO judgmentally selected nine items based on lessons learned and after action reports that represented possible shortages with operational impacts. What GAO Found: U.S. troops experienced shortages of seven of the nine items GAO reviewed. According to the 2004 National Military Strategy, U.S. forces expect to have sufficient quantities of the right items at the right time. However, demand for the seven items exceeded availability sometime between October 2002 and September 2004. The documented impact of these shortages varied between combat units. For example, while units in the 3rd Infantry Division reported that tire shortages reduced their operational capability, forcing them to abandon equipment, the 4th Infantry Division reported no similar effect. GAO identified five systemic deficiencies that contributed to shortages of the reviewed items, including inaccurate Army war reserve spare parts requirements and ineffective distribution. Annual updates of Army war reserve parts requirements have not been conducted since 1999. As a result, the war reserves did not contain enough track shoes, batteries, and tires to support U.S. forces during initial operations. Effective distribution relies on a seamless process to promptly move supplies from the United States to a customer. GAO found that conflicting doctrinal responsibilities for distribution management, improperly packed shipments, insufficient transportation personnel and equipment, and inadequate information systems prevented the timely availability of four of the items. Systemic Deficiencies Contributing to Shortages of Seven GAO-Selected Items [See Table 1] Source: GAO analysis. [A] These are Marine-Corps-only items. [End of table] While U.S. troops developed short-term solutions to manage item shortages during OIF, DOD and the services have begun to undertake systemic, long-term changes to fix some supply problems identified. While GAO did not evaluate their potential for success, the majority of the changes are focused on distribution, and not on the full gamut of systemic deficiencies GAO identified. What GAO Recommends: This report contains several recommendations to the Secretary of Defense directing that actions, such as ensuring the accuracy of Army war reserve requirements and developing and exercising deployable distribution capabilities, be taken to improve DOD’s system for supplying items to U.S. forces. DOD concurred with the intent of the recommendations and cited actions it has taken or will be taking. www.gao.gov/cgi-bin/getrpt?GAO-05-275. To view the full product, including the scope and methodology, click on the link above. For more information, contact William Solis at (202) 512-8365 or solisw@gao.gov. [End of section] Contents: Letter: Results in Brief: Background: Supply Shortages Reduced Operational Capability and Increased Risk to Troops in Iraq: Multiple Supply Chain Deficiencies Contributed to Supply Shortages: DOD Actions to Improve Supply Availability for Current and Future Operations: Conclusions: Recommendations for Executive Action: Matter for Congressional Consideration: Agency Comments and Our Evaluation: Appendixes: Appendix I: Scope and Methodology: Appendix II: Assault Amphibian Vehicle Generators: Appendix III: Armored Vehicle Track Shoes: Appendix IV: Interceptor Body Armor: Appendix V: Joint Service Lightweight Integrated Suit Technology Suits: Appendix VI: BA-5590 and BA-5390 Lithium Batteries: Appendix VII: Marine Corps Helicopter Rotor Blades: Appendix VIII: Meals Ready-to-Eat: Appendix IX: Five-Ton Truck and High-Mobility Multi-Purpose Wheeled Vehicle Tires: Appendix X: Up-Armored High-Mobility Multi-Purpose Wheeled Vehicle and Add-on-Armor Kit: Appendix XI: Comments from the Department of Defense: Appendix XII: GAO Contacts and Staff Acknowledgments: Tables: Table 1: Systemic Deficiencies Contributing to Shortages of Seven GAO- Selected Items: Table 2: DOD and Joint Guidance on Distribution: Table 3: Systemic Deficiencies Contributing to Shortages of Seven Supply Items: Table 4: War Reserve Requirements, On-Hand Stock, and Items Requested Worldwide: Table 5: Status of On-Hand Army War Reserve Spare Parts Requirements as of October 2004: Table 6: Item and Supply Manager: Table 7: Organizations Interviewed during Review: Table 8: Forecasted and Actual Demand for Abrams and Bradley Track Shoes (March-May 2003): Table 9: CECOM Unfunded Requirements for Fiscal Years 2001 through 2003: Figures: Figure 1: CENTCOM's Area of Responsibility: Figure 2: Total Military Personnel Deployed in CENTCOM's Area of Responsibility in Support of Operation Enduring Freedom and Operation Iraqi Freedom, December 2002 through September 2004: Figure 3: DOD's Joint Distribution System: Figure 4: Fiscal Year 2003 Army Working Capital Fund Supply Management Requirements and Cumulative Obligation Authority Received: Figure 5: Fiscal Year 2003 DLA Supply Management Requirements and Cumulative Obligation Authority Received: Figure 6: Assault Amphibian Vehicle and Generator: Figure 7: Assault Amphibian Vehicle Generator Demand and Back Orders for OIF by Quarter (3rd quarter fiscal year 2001 through 4th quarter fiscal year 2004): Figure 8: Abrams Tank Track: Figure 9: Interceptor Body Armor: Figure 10: Worldwide Demand, Production Output, and Back Orders for Vests by Quarter (December 2001 through September 2004): Figure 11: Worldwide Demand, Production Output, and Back Orders for Plates by Quarter (December 2001 through September 2004): Figure 12: Joint Service Lightweight Integrated Suit Technology Suit: Figure 13: BA-5590 Lithium Battery: Figure 14: Worldwide Demand, Inventory Levels, and Back Orders for BA- 5590 and BA-5390 Lithium Batteries by Month (October 2001 through August 2004): Figure 15: Worldwide Forecasted Requirements, Demand, and Production Output for BA-5590 and BA-5390 Lithium Batteries by Month (October 2001 through August 2004): Figure 16: Rotor Blades on CH-53E Super Stallion: Figure 17: UH-1N Rotor Blade Demand and Back Orders by Month (March 2003 through September 2004): Figure 18: CH-53E Rotor Blade Demand and Back Orders by Month (March 2003 through September 2004): Figure 19: Meal Ready-to-Eat: Figure 20: Forecasted Requirements, OIF Demand, Production Output, and Inventory for MREs (December 2002 through June 2003): Figure 21: M-923 5-ton Truck: Figure 22: Worldwide Demand, Back Orders, and Inventory Level for the 5- ton Truck Tire by Month (February 2002 through September 2004): Figure 23: Worldwide Demand, Back Orders, and Inventory Level for the HMMWV Tire by Month (February 2002 through September 2004): Figure 24: TACOM's Actual and Reset Requirements, Funding Executed and Received by Month, Fiscal Year 2003: Figure 25: Up-Armored HMMWV: Figure 26: Add-on-Armor Kit Mounted on HMMWV: Figure 27: Up-Armored HMMWV Requirements, Production Output, and Redistribution from August 2003 through September 2004: Figure 28: Add-on-Armor Requirements and Production Output, November 2003 through September 2004: Figure 29: Up-Armored HMMWV Funding, Requirements, Production Output by Month (August 2003 through September 2004): Abbreviations Abbreviations: AAV: Assault Amphibian Vehicle: AMC: Army Materiel Command: ATLASS: Asset Tracking Logistics and Supply System: CECOM: Communications-Electronics Command: CENTCOM: U.S. Central Command: DLA: Defense Logistics Agency: DOD: Department of Defense: HMMWV: High-Mobility Multi-Purpose Wheeled Vehicle: JSLIST: Joint Service Lightweight Integrated Suit Technology: MRE: Meals Ready-to-Eat: OIF: Operation Iraqi Freedom: SAIC: Science Applications International Corporation: TACOM: Tank-automotive and Armaments Command: Letter April 8, 2005: The Honorable John W. Warner: Chairman: The Honorable Carl Levin: Ranking Member: Committee on Armed Services: United States Senate: The Honorable Duncan Hunter: Chairman: The Honorable Ike Skelton: Ranking Member: Committee on Armed Services: House of Representatives: To support Operation Iraqi Freedom (OIF), the largest deployment of U.S. troops since Operation Desert Shield/Desert Storm in 1990, the Department of Defense (DOD) has undertaken a massive logistics effort,[Footnote 1] moving more than 2 million short tons of cargo including equipment, spare parts, supplies, and other items several thousand miles to the Persian Gulf. This effort started in late 2001 as U.S. Central Command (CENTCOM)[Footnote 2] began planning for OIF, accelerated as troops deployed in the fall of 2002 and major combat operations were launched on March 19, 2003, and continues today while U.S. and coalition forces undertake stabilization efforts in Iraq. From October 2002 through September 2004, DOD reported spending $51.7 billion for operating support, including fuel, spare parts, and facilities management, and $10.7 billion for transportation of personnel and supplies to sustain[Footnote 3] U.S. forces before, during, and after major combat operations in Iraq. Despite these expenditures, there have been widespread reports of serious shortages of some critical items needed by U.S. troops. DOD relies on a number of individual processes and activities, known collectively as supply chain management, to purchase, produce, and deliver products and services to the warfighter during contingency operations consistent with the National Military Strategy. The goal of supply chain management is to deliver the "right items to the right place at the right time" for the warfighter. To meet the initial increase in demand during a contingency, DOD depends on its war reserves--stocks of specifically designated weapon systems, equipment, spare parts,[Footnote 4] and other items that are amassed during peacetime. The war reserves are intended to fill the gap until the national supply system can increase production.[Footnote 5] DOD relies on defense working capital funds to finance the flow of supplies to the services. These revolving funds are financed by sales revenue rather than direct appropriations. Working capital funds allow the Defense Logistics Agency (DLA) and the services' logistics agencies to purchase needed items from suppliers. Military units then order items from the logistics agencies and pay for them with appropriated funds when the requested items--either from inventory or manufacturers--are delivered to the units. Supplies are shipped from the United States by air and sea through DOD's joint distribution system and delivered to deployed units. Since the 1990s, we have identified DOD's supply chain management as a high-risk area because of high inventory levels and a supply system that was not responsive to the needs of the warfighter. In a substantial body of work, we have examined a range of problems, including inventory management and shortages of critical spare parts.[Footnote 6] DOD also recognizes supply chain management as a serious issue. In the Quadrennial Defense Review for 2001, DOD stated its intention to transform its logistics capabilities to improve the deployment process and implement new logistics support tools that accelerate logistics integration between the services and reduce logistics demand and cost. OIF is one of the first major tests of these new capabilities, and we have reported on the supply chain issues that have impeded support to the warfighter. For example, after visiting the theater in 2003, we provided our preliminary observations on the effectiveness of logistics support during OIF.[Footnote 7] Among the problems we observed were the unavailability of spare parts, hundreds of backlogged shipments, and an inability to track shipments at the distribution centers. Supplying spare parts has been a long-standing DOD management problem. Under the Comptroller General's authority, we evaluated the effectiveness of spare parts and related logistics support being provided to deployed forces for OIF. Our objectives were to assess (1) what supply shortages were experienced by U.S. forces in Iraq and what impact the shortages had on operations, (2) what primary deficiencies in the supply system contributed to any identified supply shortages, and (3) what actions DOD has taken to improve the timely availability of supplies for current and future operations. We developed detailed case studies of nine supply items that were reported to be in short supply during OIF. (These items, identified in the Results in Brief section, were managed by various organizations within DOD including the Army, the Marine Corps, and DLA.) We chose the items that we believed presented possible shortages with operational impacts based on information available in GAO and military reports, military and contractor lessons-learned studies, and other accounts covering the time period between October 2002 and September 2004. To identify the extent and impact of supply shortages, we visited numerous DOD logistics organizations to obtain data on the production, availability, and distribution of supply items at the national level. When supply data specifically for OIF were not available, we used worldwide data since OIF received supply priority. We also interviewed members of units that had returned from the theater to determine the extent and impacts of item shortages on their operations. We identified deficiencies that affected the availability of two or more of the case study items. We worked with DOD logistics agencies, operational units, and service and geographic commands to evaluate the significance of these deficiencies to DOD's overall logistics system. We also identified DOD's and the services' short-term and long-term efforts to address these shortages. We assessed the reliability of the data we obtained for individual items and determined they were sufficiently reliable for our purposes. We performed our review from March 2004 through February 2005 in accordance with generally accepted government auditing standards. A detailed discussion of our scope and methodology is located in appendix I. Results in Brief: U.S. troops experienced shortages of seven of the nine items we reviewed. According to the 2004 National Military Strategy, U.S. forces expect to have sufficient quantities of the right items at the right time. During OIF, DOD was responsible for moving millions of tons of supplies and spare parts to theater. However, demand for seven items we reviewed exceeded availability sometime between October 2002 and September 2004. These shortages led, in some cases, to a decline in the operational capability of equipment and increased risk to troops. These items included generators for assault amphibian vehicles, armored vehicle track shoes, Interceptor body armor, lithium batteries, Meals Ready-to-Eat, tires for 5-ton trucks and High-Mobility Multi-Purpose Wheeled Vehicles, and up-armored High-Mobility Multi-Purpose Wheeled Vehicles and add-on armor kits. For example, in August 2003 the Army's inventory contained only 505 tires for 5-ton trucks which fell far below the worldwide monthly demand of 4,828 tires, most of which were needed by troops in Iraq. The remaining two items that we examined-- chemical-biological suits and Marine Corps helicopter rotor blades--did not experience shortages in theater. The impact of supply shortages on military operations is difficult to quantify because it varies from one combat unit to another and is not always apparent in DOD's readiness systems. For example, while units in the 3rd Infantry Division reported that tire shortages reduced their operational capability by forcing them to abandon equipment, the 4th Infantry Division reported that its tire shortages had no such effect. Detailed case studies, including the extent of shortages and their impacts, contributing factors, and short- and long-term solutions, for each of the nine items we studied are in appendixes II through X. Five systemic supply system deficiencies primarily contributed to the shortages for the seven items. As discussed in the body of this report, studies conducted by DOD and defense contractors indicate that these deficiencies also affected other items in the supply system. The five deficiencies are identified in table 1. Table 1: Systemic Deficiencies Contributing to Shortages of Seven GAO- Selected Items: Item: Vehicle generators; Ineffective distribution. Item: Track shoes; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding. Item: Body armor; Delayed acquisition; Ineffective distribution. Item: Batteries; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding; Delayed acquisition. Item: Meals Ready-to-Eat; Inaccurate supply forecasts; Ineffective distribution. Item: Tires; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding; Ineffective distribution. Item: Up-armored High-Mobility Multi-Purpose Wheeled Vehicles and kits; Delayed acquisition. Source: GAO analysis. [End of table] * Inaccurate and inadequately funded Army war reserve requirements. Annual updates of the Army's war reserve requirements have not been conducted since 1999. According to officials from the Army Materiel Command, they had not updated the war reserve requirements because they had not received the latest operational guidance from Army headquarters. However, an Army official provided us with copies of the guidance sent to the Army Materiel Command and attributed the failure to run the model to a variety of reasons, including problems with new databases. This guidance, based on the annually updated defense planning guidance, details the force structure and operations that the Army's war reserve must support. Also, Army data showed that war reserve requirements had not been not fully funded for many years. This indicates that the Army has made a risk management decision to not fund war reserves. This decision forced war reserve managers to prioritize the use of available funding, and left some items without a war reserve to support initial operations. The Army's out-of-date and inadequately funded war reserve requirements for spare parts negatively affected the availability of three items we reviewed (armored vehicle track shoes, lithium batteries, and tires). The underfunding problem continues as only $561.7 million, or 24 percent, of the Army's $2,327.4 million war reserve requirements were funded as of October 2004. While this funding information has been reported to Congress, the likely risk to operations of not fully funding the war reserve has not. To improve the accuracy and adequacy of Army war reserve requirements we recommend the Army update the data for its war reserve model based on the latest defense planning guidance, annually update war reserve requirements, and disclose to Congress the impact of risk management decisions to not fully fund the war reserve. * Inaccurate supply forecasts. As indicated by regulation, the Army uses computer models to forecast item demand. The regulation also indicates that the Army's model be able to switch to a wartime forecasting method; however, the model available during pre-OIF planning had no such capability. While DLA had a model to forecast contingencies, it was not effective for all items, such as Meals Ready- to-Eat. Therefore, Army item managers had to manually develop forecasts for OIF, but they did not always have sufficient or timely information on estimated deployment sizes or the duration of operations which are needed to forecasted accurate supply requirements. As a result, they underestimated the demand for some items. By contrast, Marine Corps item managers forecasted requirements from operational plans and equipment changes. However, the accuracy of these requirements has not yet been completely reconciled with actual usage during OIF. This is particularly important because, while the Marine Corps may have accurately forecasted requirements and predicted the types of items needed, the Marine Corps has not confirmed the proper quantities. DOD's requirements processes were not able to accurately forecast supply requirements for four items we reviewed (armored vehicle track shoes, lithium batteries, Meals Ready-to-Eat, and tires). To improve the accuracy of the Army's prewar planning for supplies, we recommend the Army develop models that have the capability to accurately forecast operational requirements and ensure that item managers receive timely data from operational plans. To improve the accuracy of the Marine Corps' wartime forecasts, we recommend the service complete its reconciliation of forecasted requirements with actual OIF consumption data and make needed adjustments to its requirements. * Insufficient and delayed funding. By regulation, DOD components are supposed to structure their supply chain processes to provide flexible and prompt support during crises. During OIF, the Army Materiel Command asked for additional funding (known as obligation authority) in order to support the forecasted OIF requirements, but did not receive these funds in a timely manner. While data are not available to conclusively determine why the process could not provide more timely and adequate funding, the Army's multi-stage requirements validation process may have contributed to the delays. This lack of obligation authority and delays in its release impeded the availability of three items we reviewed (armored vehicle track shoes, lithium batteries, and tires). By contrast, DLA was able to move obligation authority among accounts to support projected demands and did not require numerous validations to justify its forecasted requirements. To improve the sufficiency and timeliness of funding to the Army Materiel Command, we recommend the Army establish an expeditious supply requirements validation process that provides accurate information to support timely and sufficient funding. * Delayed acquisition. Despite requirements that the supply system provide timely support during crises, specific problems delayed DOD's acquisition of three important items we reviewed (Interceptor body armor, lithium batteries, and up-armored High-Mobility Multi-Purpose Wheeled Vehicles). The lack of key materials and long production lead- time continue to affect the production of body armor, and DOD has reported the limitation to Congress. The initial reliance on a single source manufacturer and long production lead-time initially delayed maximum production of lithium batteries. DOD's acquisition decision did not maximize available capacity to produce up-armored High-Mobility Multi-Purpose Wheeled Vehicles and add-on armor kits nor did it give Congress visibility over the basis for its acquisition solution. These acquisition challenges impeded DOD's ability to respond to rapidly increasing demands. To minimize acquisition delays in the future, we recommend the Army and Defense Logistics Agency assess the industrial- base's capacity to meet updated requirements for critical items within the time frames required by operational plans and provide visibility to Congress over acquisition of critical items that emerge during contingencies. * Ineffective distribution. According to DOD guidance, distribution is the operational process of synchronizing all elements of the logistics system to deliver the "right things" to the "right place" at the "right time" to support the combatant commander. We identified several times where the joint distribution system was not synchronized to support the combatant commander during OIF. Among the problems causing this lack of synchronization were (1) conflicting doctrine, or military principles, defining the authority of the geographic combatant commander to synchronize the distribution of supplies from the U.S. to the theater; (2) improper packaging of air shipments from the U.S., which forced personnel in theater to spend extra time opening and sorting shipments; (3) insufficient transportation equipment and supply personnel in theater; and (4) the inability of logistics information systems to support the requisition and shipment of supplies into and through Iraq. As a result, DOD was not able to distribute sufficient quantities of four items we reviewed (assault amphibian vehicle generators, Interceptor body armor, Meals Ready-to-Eat, and tires). To improve the effectiveness of distribution we recommend that DOD revise current joint distribution doctrine to clarify responsibilities and authorities; develop and exercise, possibly through a mix of simulation and field training, a deployable supply receiving and theater distribution capability that includes trained personnel and necessary equipment; and establish common logistics information systems that support the timely requisition of and visibility over supplies. Two of the items we reviewed did not have shortages (chemical- biological suits and Marine Corps helicopter rotor blades). While acquisition delays and ineffective distribution resulted in a perceived shortage of chemical-biological suits among personnel deployed to OIF, we could not identify situations where suits were unavailable. Similarly, while rotor blades were identified as a possible shortage, Marine Corps officials and our analysis of supply data indicated there was no actual shortage. DOD, the services, and the defense agencies have acted to improve supply availability. Many short-term solutions to lessen the impact of supply shortages were instituted during combat operations. For example, as a result of the lithium battery shortage, the Joint Staff developed the "critical few list" to improve the availability of specific items that the services and geographic combatant commands report as critical to their worldwide operations. DOD is also beginning to make systemic, long-term changes to correct some of its supply problems. One of the more notable is the Secretary of Defense's designation of the U.S. Transportation Command as being responsible for improving distribution. In addition, the Army has identified four areas of logistics focus for the next 2 years: connecting the logistician, modernizing theater distribution, improving force reception, and integrating the supply chain. While we did not evaluate these efforts' potential for success, we observed that the majority of them focus only on the distribution aspects of logistics problems identified during OIF, not the full gamut of supply deficiencies we identified. In commenting on a draft of this report, the Department of Defense concurred with the intent of the recommendations and cited actions it has taken or will be taking to eliminate the supply chain deficiencies we noted. While many of the actions cited, if completed, could clearly resolve some problems, others actions did not appear to fully address the need to improve the current practices. In addition, no specific timeline for action was provided; therefore, we modified our recommendations to require specific completion dates. Therefore, we have added a matter for congressional consideration that suggests Congress may wish to require DOD to disclose the risks associated with not fully funding the Army war reserve. The Department's responses are in appendix XI and our evaluation of them appears on page 128 of this report. Background: CENTCOM, whose area of responsibility encompasses 27 countries in South and Central Asia, the Horn of Africa, the Arabian Peninsula, and Iraq[Footnote 8] began planning for OIF in late 2001 (see fig. 1). Figure 1: CENTCOM's Area of Responsibility: [See PDF for image] [End of figure] Starting in mid-2002, CENTCOM began to improve the U.S. military's infrastructure in Kuwait. This included an expansion of fuel and port facilities to support the arrival of U.S. military units. Beginning in the fall of 2002, CENTCOM began to deploy troops to the OIF area of operation. These deployments continued up to, and beyond, the start of major combat operations in Iraq on March 19, 2003. According to the Defense Manpower Data Center, the number of military personnel deployed in CENTCOM's area of responsibility in support of OIF and Operation Enduring Freedom steadily increased from over 113,000 in December 2002 to over 409,000 in May 2003 (see fig. 2). During major combat operations, over 280,000 U.S. military personnel were deployed in Iraq, Kuwait, and nearby Persian Gulf nations. All of the services were represented in the theater, but U.S. Army units formed the bulk of military personnel. After major combat operations were officially declared over on May 1, 2003, the total number of personnel in CENTCOM's area of responsibility began to gradually decrease. However, U.S. and coalition forces continue to conduct stabilization operations in Iraq and DOD increased the number of military personnel in Iraq to support the elections in January 2005. Figure 2: Total Military Personnel Deployed in CENTCOM's Area of Responsibility in Support of Operation Enduring Freedom and Operation Iraqi Freedom, December 2002 through September 2004: [See PDF for image] [End of figure] Organizations Responsible for Logistics: CENTCOM's command authority over units deployed to its area of responsibility allows it to direct all necessary military actions to assigned military forces, including units deployed in both Operation Enduring Freedom in Afghanistan and OIF. Command authority also provides the geographic combatant commander with directive authority over logistics.[Footnote 9] The services and other defense components, however, share the responsibility of supplying U.S. forces.[Footnote 10] The directive authority gives the combatant commander the ability to shift logistics resources within the theater, but logistics support outside of the area of responsibility is usually dependent on the services. The combatant commander relies on the services' logistics components, such as the U.S. Army Materiel Command (AMC), the U.S. Marine Corps Logistics Command, and DLA to purchase supplies and manage inventory. AMC has major subordinate commands that manage supply inventories, such as the Communications-Electronics Command (CECOM) and the Tank-automotive and Armaments Command (TACOM). DLA has a role in packaging supplies for shipment, while the U.S. Transportation Command is responsible for delivering them to theater. The combatant commander assigns one service as the lead for logistics support, including transportation, in the theater.[Footnote 11] During OIF, the Army was the lead service for logistics support. War Reserves: The military services rely heavily on their specifically designated war reserve stock, including weapon systems, equipment, and spare parts, to equip units when they first arrive in a theater of operation. The Army's war reserves consist of major items including trucks and secondary items such as spare parts, food, clothing, medical supplies, and fuel. Spare parts have the largest dollar value of the Army's secondary items. War reserves are protected go-to-war assets that are not to be used for purposes such as improving peacetime readiness or filling unit shortages. Some of these assets are located in Southwest Asia, the Pacific, Europe, and on special war reserve ships. War reserves are funded through direct congressional appropriations that are requested in the services' annual budget submissions. AMC is responsible for determining the Army's requirements for war reserve spare parts.[Footnote 12] To do this, AMC officials use a computer model--the Army War Reserve Automated Process system. The model uses DOD planning guidance and Army information on anticipated force structure including a list of the end items and associated spare parts. For each end item or part, the model uses data on expected usage and spare parts consumption rates based on breakage, geography, environment, and rates of equipment loss due to battle damage. The Marine Corps Logistics Command and logistics planners from Marine operational units are responsible for determining annually the adequacy of war reserve stock based on current operational plans. Once this is determined, planning officials confirm the availability of the supplies with DLA and other supporting logistics agencies that manage individual items. Operational Requirements: DOD forecasts operational requirements for spare and repair parts differently than it does for items that result from rapidly emerging needs. DOD forecasting methods for spare and repair parts vary by service. The Army normally uses a computer model to forecast its spare and repair parts requirements based on the average monthly demand over the previous 24 months. The Marine Corps also uses models and involves operational and logistics planners at several levels of command to validate their forecasted requirements. Operational requirements to support rapidly emerging needs, such as Interceptor body armor and up-armored High-Mobility Multi-Purpose Wheeled Vehicle (HMMWV), are developed outside of normal supply forecasting procedures. They are identified through operational needs statements from the theater that are validated and resourced by the Army. Units in theater submit operational needs statements for the items, which are combined by their higher headquarters into theater requirements. The Coalition Forces Land Component Command[Footnote 13] communicates these requirements to the Department of the Army, where they are validated and resourced by offices of the Assistant Secretary of the Army (Financial Management and Comptroller), the Deputy Chief of Staff for Operations, the Deputy Chief of Staff for Program and Analysis, and the Deputy Chief of Staff for Logistics and eventually transmitted to the program manager. Supply Item Funding: Generally, supplies and equipment for customers--including military units and DOD agencies--are purchased using defense working capital funds or procurement funds. Defense Working Capital Funds: Of the nine items we examined, seven are purchased using defense working capital funds (assault amphibian vehicle (AAV) generators, armored vehicle track shoes, chemical-biological suits, lithium batteries, Marine Corps helicopter rotor blades, Meals Ready-to-Eat (MRE), and tires). Working capital fund managers at the logistics agencies obligate and spend funds to purchase supplies from manufacturers and repair items to build up inventories in anticipation of sales. Military units then order supplies from the logistics agencies. When the requisitioned supplies are delivered, the units pay for them with funds that are appropriated annually by Congress. The logistics agencies then use this revenue to pay the manufacturers and to cover their own operating costs. Several funds make up the defense working capital funds, including the Army Working Capital Fund, the Navy Working Capital Fund (which finances Marine Corps managed items), and the Defense-wide Working Capital Fund (which finances Defense Logistics Agency-managed items). AMC uses the Army Working Capital Fund to purchase and maintain supplies. Procurement Funds: The remaining two items (Interceptor body armor and up-armored HMMWVs) are purchased with procurement funding because they are still in the process of initial issuance. Procurement funds are used to pay for such expenses as the purchase of weapons and weapon components, communication and support equipment, munitions, initial and replenishment spare parts, and modernization equipment. Project managers for these items receive congressional appropriations to fund purchases of additional supplies. Distribution Doctrine and Process: DOD guidance defines distribution as the operational process of synchronizing all elements of the logistics system to deliver the "right things" to the "right place" at the "right time" to support the combatant commander.[Footnote 14] These elements include physical, financial, information, and communication networks, which can be divided into two general categories--the actual movement of supplies (physical networks) and the use of information technology (financial, information, and communication networks) to support distribution system activities.[Footnote 15] Table 2 lists the primary DOD regulation and joint doctrine[Footnote 16] that guide the distribution process. Table 2: DOD and Joint Guidance on Distribution: Publication number: DOD Regulation 4140.1-R; Title: DOD Supply Chain Materiel Management Regulations; Date of publication: May 23, 2003. Publication number: Joint Publication 4-0; Title: Doctrine for Logistic Support of Joint Operations; Date of publication: April 6, 2000. Publication number: Joint Publication 4-01; Title: Joint Doctrine for the Defense Transportation System; Date of publication: March 19, 2003. Publication number: Joint Publication 4-01.4; Title: Joint Tactics, Techniques, and Procedures for Joint Theater Distribution; Date of publication: August 22, 2000. Source: GAO analysis. [End of table] In its guidance, DOD identifies eight fundamental principles of theater distribution: 1. Centralized management: Identify one manager who is responsible for distribution, visibility, and control of items in the theater distribution system. 2. Optimize the distribution system: Give distribution managers the ability to maintain visibility in locations under their control and provide them with resources to meet changing requirements. 3. Velocity over mass: Substitute speed and accuracy for large investments in inventory. 4. Maximize throughput: Reduce the number of times that supplies must be opened and sorted. 5. Reduce customer wait time. 6. Maintain minimum essential stocks: Reduce reliance on large, costly stockpiles. 7. Maintain continuous, seamless, two-way flow of resources: Apply the distribution principles to maintain an integrated and seamless distribution system. 8. Achieve time definite delivery: Deliver the right supplies to the combatant commander at the right place and time.[Footnote 17] Figure 3 illustrates the complexity of DOD's joint distribution system. The system moves supply items from inventories, vendors, and repair facilities in the U.S. to deployed units in the theater. The system also returns items to the U.S. for repair and maintenance. Figure 3: DOD's Joint Distribution System: [See PDF for image] [End of figure] Recent Studies of OIF Logistics: Several DOD components have recently commissioned assessments of logistics operations during OIF with the aim of identifying areas for improvement. One study, Objective Assessment of Logistics in Iraq, commissioned by the Deputy Under Secretary of Defense (Logistics and Materiel Readiness) and the Director for Logistics, Joint Staff, was published in 2004 by the Science Applications International Corporation (SAIC). This study identified problems with DOD's logistics support and contained several recommendations that were endorsed by the Under Secretary of Defense (Acquisition, Technology, and Logistics) such as synchronizing the distribution chain from the U.S. to CENTCOM's area of responsibility and resolving issues with technology. Another study, commissioned by the Army Deputy Chief of Staff for Logistics, is an independent assessment of the Army's logistics experience in OIF by the RAND Corporation's Arroyo Center. This study focuses on how Army forces were sustained and the performance of the sustainment system during combat operations and initial stability and support operations. RAND's report is currently under review by the Army. Supply Shortages Reduced Operational Capability and Increased Risk to Troops in Iraq: During OIF, DOD was responsible for moving over 2 million tons of supplies and spare parts to theater. U.S. troops experienced shortages of seven of the nine items GAO selected for review. According to the 2004 National Military Strategy, U.S. forces expect to have sufficient quantities of the right items at the right time. However, demand for the seven items exceeded availability sometime between October 2002 and September 2004. The overall impact of these shortages on military operations is difficult to quantify because it varied between combat units and is not always apparent in DOD's readiness systems. The remaining two items that we examined did not experience shortages in theater. Detailed case studies for the nine items are in appendixes II- X. Shortages Occurred during OIF for Seven Critical Items: U.S. troops in the OIF theater did not always have sufficient quantities of seven items that we reviewed. For some items, the shortages occurred primarily during initial troop deployments and major combat operations in early 2003; for other items, shortages emerged during the sustainment period after major combat operations were declared over in May 2003. The overall impact is difficult to quantify because it differed between units. For example, while units in the 3rd Infantry Division reported that tire shortages affected their mission by forcing them to abandon equipment, the 4th Infantry Division reported that their tire shortages had no affect on their mission. The following describes the shortages for each of the seven items. * Generators for AAVs. Marine Corps units in Iraq experienced shortages of generators for their AAVs during deployment and combat operations in early 2003. The AAV is a landing vehicle that the Marine Corps used as an armored personnel carrier in Iraq. Without the generator, which provides electric power, the AAV cannot operate. Although 140 generators were reported shipped from the U.S., Marine forces in theater reported receiving only 15. Neither we nor the Marine Corps could find the remaining 125 in the supply system. While the service did not document any operational impacts specifically due to generator shortages, its forces had to strip parts from about 40 nonoperational vehicles to maintain the operational capabilities of other vehicles. * Track shoes for Abrams Tanks and Bradley Fighting Vehicles. As the conflict in Iraq continued, track shoes, essential components of combat vehicles such as Abrams tanks and Bradley Fighting Vehicles, were not available to meet increasing demands. Although sufficient quantities of track shoes existed to meet demand at the beginning of combat, by May 2003 actual demand was 5 times the forecasted demand primarily because of the heavy wear and tear on track shoes as a result of high mileage, poor road conditions, and extreme desert heat. Major combat units reported that significant shortages of track shoes negatively affected their operational capabilities. For example, the 3rd Infantry Division reported in June 2003 that 111 (60 percent) of its 185 Abrams tanks were unable to perform their missions because of supply shortfalls that included track shoes. Furthermore, 159 (67 percent) of the division's 237 Bradley Fighting Vehicles were not mission capable for the same reason. * Interceptor Body Armor. Demand for Interceptor body armor[Footnote 18] exceeded supply during OIF. The Coalition Forces Land Component commander decided to increase individual protection by issuing the armor to all troops and civilians. As a result, demand for the body armor surged, with quarterly demand rising from a pre-war level of about 8,600 vests and 9,600 plates, to about 77,000 vests and 109,000 plates by the time the war commenced on March 2003. Back orders for plates peaked at 598,000 in November 2003, while back orders for vests reached 328,000 in December. Even though the services did not report that the lack of body armor impacted their missions during OIF, there were serious concerns. For example, combat support units in the Army and Marine Corps were among the last to be equipped with the armor, increasing the risk to personnel given the enemy's focus on attacking supply routes. * Lithium batteries. Army and Marine Corps forces operating in Iraq experienced severe shortages of lithium batteries, particularly BA- 5590s and BA-5390s, during major combat operations in the spring of 2003. These nonrechargeable batteries power some 60 critical communications and electronics systems, such as radios and missile guidance systems. Worldwide demand for these batteries surged from a peacetime average of below 20,000 per month prior to September 11, 2001, to a peak rate of over 330,000 in April 2003. As a result, the number of back orders rose rapidly to 900,000 by May 2003. According to Marine Corps officials, if the war had continued at the same pace into May 2003 or beyond, Marine units would have experienced degraded communications capability and increased risk as a result of battery shortages. * MREs. U.S. forces in Iraq experienced shortages of MREs primarily during the deployment and major combat phases in February, March, and April 2003 before normal dining facilities were established. The peak monthly demand for MREs rose to more than 1.8 million cases, while inventories dropped to a level of 500,000 cases. In late April when other food options became available, demand fell rapidly. While certain Army units reported running out of MREs, available data only shows that they came close. According to a RAND study, some Army units came within an estimated 2 days or less of exhausting their on hand quantities.[Footnote 19] Similarly, according to a Center for Naval Analysis study, at times Marine Corps combat support units had less than 1 day of MREs on hand.[Footnote 20] As a result, both Army and Marine Corps units were at risk of running out of food if supply distribution was hindered. * Tires for 5-ton trucks and HMMWVs. The rising demand for truck tires during and after major combat operations in Iraq nearly exhausted existing inventories. The demand grew as vehicles were driven long distances and were modified with add-on-armor. For example, in August 2003, the Army's inventory contained only 505 tires for 5-ton trucks, which fell far below the worldwide monthly demand of more than 4,800 tires. As a result, back orders spiked to over 7,000 for 5-ton truck tires and to over 13,000 for HMMWV tires. The shortages reduced the operational capabilities of these vehicles and negatively impacted operations in Iraq. For example, 3rd Infantry Division units reported that tire shortages forced them to abandon equipment, and Marine Corps units reported stripping and abandoning otherwise good vehicles because of a lack of tires. * Up-armored HMMWVs and add-on-armor kits. Since the U.S. military began identifying requirements for these vehicles during the summer of 2003, there has been a gap between the number of vehicles required and the number being produced by the industrial base. This new requirement was based on the need to protect soldiers and Marines executing distribution and force protection missions. The up-armored HMMWV provides enhanced protection against rifle rounds and explosive blasts while the add-on-armor kits[Footnote 21] provide some additional protection to previously unarmored vehicles. As of September 2004, only 5,330 of the 8,105 required vehicles were in theater. The overall impact of the shortages of up-armored HMMWVs and add-on-armor kits is difficult to measure because units do not report the direct effects of using unarmored HMMWVs. However, according to a Center for Army Lessons Learned study, the risk of harm to both personnel and equipment from improvised explosive devices is greatly reduced when they are transported in an up-armored HMMWV. Two Items Were Not in Short Supply During OIF: Two items we examined--chemical-biological suits and Marine Corps helicopter parts--did not experience shortages. In these cases, although demands were high because of wartime operations, the defense supply system was able to meet the needs of deployed forces. A discussion of the availability of the two items follows. * Chemical-biological suits. Although there was a perception that sufficient quantities of the new Joint Service Lightweight Integrated Suit Technology (JSLIST) chemical-biological suits were not available during OIF, our work did not identify any actual shortages in the theater of operations. Concerns about a shortage of chemical-biological suits arose as a result of an October 2002 Congressional request that DOD provide suits to all military and civilian personnel located in the OIF theater.[Footnote 22] However, according to DLA, the contracting agent for chemical-biological suits, and our analysis,[Footnote 23] there were sufficient quantities of the suits in the inventory to meet the suit demand during OIF. * Marine Corps helicopter rotor blades. Although concerns were raised about shortages of helicopter parts for Marine Corps helicopters, specifically rotor blades, we did not identify any shortages in the theater of operations. Marine Corps officials reported there were no rotor blade shortages and our analysis of supply data confirms this. In addition, the mission capable rates during OIF for the two helicopters we reviewed--the UH-1N and the CH-53E--were comparable to peacetime rates. Impact of Shortages Was Not Always Apparent in DOD's Readiness Reporting System: We were not always able to identify the impact of specific shortages because, although DOD's supply system showed shortages of items in theater, DOD's readiness reporting systems did not always show the impact of these shortages on unit operational capability. Such systems as the Global Status of Resources and Training System and Unit Status Reports are intended to identify the ability of units to accomplish their missions and the problems affecting mission performance each month. In addition, other reporting mechanisms, such as lessons learned reports or after-action reports, may also disclose the impact of shortages on operations but do not tie directly to readiness reporting. As a result, we used a variety of documents, some obtained directly from the units, to identify the impact of supply shortages. For our nine items, the information reported through the various readiness systems, in some cases, was inconsistent with the impact cited in reports. For example, in July 2003, unit status reports from the 4th Infantry Division's battalions showed that approximately 145 to 150 of their 176 Bradley Fighting Vehicles were mission capable, translating to a mission capability rate of around 84 percent. However, a May 2004 lessons learned report prepared by the division indicated that the overall mission capability rate for its Bradleys was 32 percent during the July 2003 time frame and that the degraded status was due to a shortage of armored vehicle track shoes and other vehicle suspension items. In a June 2003 status report, four of the 3rd Infantry Division's five infantry battalions reported that 65 percent of their Bradley vehicles were mission capable. However a 3rd Infantry Division report for June 2003 showed that 65 percent of the division's Bradleys were non-mission capable because of supply-related reasons, which unit officials attributed almost exclusively to track shoe shortages. There were also instances of readiness information about unit status in Iraq not being reported. For example, in August 2003, the 4th Infantry Division's five Armor battalions and one Calvary unit did not enter any mission capability data into the readiness reporting systems about the status of their 247 Abrams tanks. However, the May 2004 briefing report prepared by the division indicated that by July 2003, 28 percent of the division's tanks were non-mission capable. The primary reason given was lack of tank shoes and related suspension parts. Multiple Supply Chain Deficiencies Contributed to Supply Shortages: Five deficiencies contributed to shortages in the supply of seven of the nine items that we studied. According to DOD data and contractor studies, these deficiencies also affected other items in the supply system. The deficiencies were (1) inaccurate and inadequately funded Army war reserve requirements, (2) inaccurate supply forecasts, (3) insufficient and delayed funding, (4) delayed acquisition, and (5) ineffective distribution. Table 3 identifies the deficiencies that affected each of the seven supply items. Table 3: Systemic Deficiencies Contributing to Shortages of Seven Supply Items: Item: AAV generators; Ineffective distribution. Item: Armored vehicle track shoes; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding. Item: Interceptor body armor; Delayed acquisition; Ineffective distribution. Item: Lithium batteries; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding; Delayed acquisition. Item: MREs; Inaccurate supply forecasts; Ineffective distribution. Item: Tires for 5-ton trucks and HMMWVs; Inaccurate and inadequately funded Army war reserve requirements; Inaccurate supply forecasts; Insufficient and delayed funding; Ineffective distribution. Item: Up-armored HMMWVs and add-on-armor kits; Delayed acquisition. Source: GAO analysis. [End of table] Inaccurate and Inadequately Funded Army War Reserve Requirements for Spare Parts Led to Early Shortages during OIF: The inaccurate requirements for and poor funding of war reserves affected the availability of three of the supply items (armored vehicle track shoes, lithium batteries, and tires). Annual updates of the Army's war reserve requirements for supply items have not been conducted and, as a result, the Army did not have an accurate estimate of the spare parts and other items needed for a contingency such as OIF. In addition, over the past decade, the Army underfunded its war reserve spare parts, which has forced managers to allocate money for certain items and not for others. Army War Reserve Spare Parts Requirements Were Out of Date and Inventory Was Inadequate: Army officials told us that annual updates of its war reserve requirements for spare parts have not been conducted since 1999. AMC uses a computer model, called the Army War Reserve Automated Process, to determine its requirements for spare parts in the war reserve. This model is supposed to be run on the basis of annually updated defense planning guidance and is designed to support the latest war plans and Army force structure. According to AMC officials, the model has not been run since 1999 because the Department of the Army has not provided the latest guidance, which details the force structure and operations that the Army's war reserve must support. However, an Army official provided us with copies of the Army guidance from 2001, 2003, and 2005 that AMC could have used to initiate computation of war reserve requirements. The Army official stated that AMC did not run the model for a variety of reasons such as support for ongoing missions and problems with the implementation of a new database and modeling system.[Footnote 24] Because the requirements were out-of-date, the war reserve inventories for some spare parts were inadequate and could not meet initial wartime demands. For example, the war reserve requirement for nonrechargeable lithium batteries (BA-5590s) was not sufficient to support initial operations in OIF. The requirement for BA-5590s was set at 180,000 to support the first 45 days of operations, but this amount was considerably lower than the actual demand of nearly 620,000 batteries recorded during the first 2 months of the conflict. CECOM officials attributed this mismatch to inaccurate battery failure and usage rates in the 1999 model. They also said the model did not include all the communications systems that used nonrechargeable lithium batteries. In another example, the war reserve requirement for track shoes for armored vehicles was inadequate to keep pace with actual demand during the early months of combat. As table 4 shows, the pre-OIF war reserve requirement for track shoes for Abrams tanks and Bradley Fighting Vehicles was, respectively, 5,230 and 5,626; however, in April 2003 the actual worldwide demand for these tanks was four times higher. The situation was even worse for 5-ton truck tires. Table 4: War Reserve Requirements, On-Hand Stock, and Items Requested Worldwide: Supply item: Track shoe (Abrams); War reserve requirement (March 2003): 5,230; War reserve on hand (March 2003): 5,623; Items requested worldwide (April 2003): 23,462. Supply item: Track shoe (Bradley); War reserve requirement (March 2003): 5,626; War reserve on hand (March 2003): 5,695; Items requested worldwide (April 2003): 20,678. Supply item: 5-ton truck tire; War reserve requirement (March 2003): 259; War reserve on hand (March 2003): 16; Items requested worldwide (April 2003): 4,800. Source: TACOM. [End of table] Since the end of major combat operations, war reserve managers have made manual adjustments to the requirements to reflect supply experiences from OIF. For example, officials told us that they have adjusted the Army and the Marine Corps war reserve requirement for BA- 5590 and BA-5390 lithium batteries upward to more than 1.5 million batteries based on the average monthly demand of 250,000 batteries experienced during OIF multiplied by 6 months. Similarly, war reserve managers at TACOM have increased the requirements for Abrams and Bradley tank track shoes to 32,686 and 34,864, respectively. While these actions may correct a particular problem, they do not address the systemic inaccuracy of the Army's war reserve requirements. In prior reports, we have identified problems with the Army's process for computing the war reserve spare parts requirements. In a 2001 report, we recommended that the Secretary of Defense direct the Secretary of the Army to develop and use the best available consumption factors; improve the methodology used to determine requirements by considering planned battlefield maintenance practices; and develop industrial-base capacity on current, fact-based estimates for the war reserve.[Footnote 25] In a 2002 report, we recommended that the Secretary of Defense direct the Secretary of the Army to have the Commander of AMC change its process of calculating war reserve requirements. [Footnote 26] While the Office of the Secretary of Defense concurred with these recommendations, the Army has yet to implement them. Risk Management Decisions Led to Years of Low Army War Reserve Funding: The Army's war reserve requirements for spare parts have been significantly underfunded for many years, indicating that the Army has made a risk management decision to not fully fund them. In November 1999, Army documents indicated that the Army had only $1.3 billion in parts prepositioned, or otherwise set aside for war reserves, to meet its stated requirement of $3.3 billion. AMC data indicate that a lack of funding for war reserve spare parts continues to be an issue. As table 5 shows, as of October 2004, only about 24 percent ($561.7 million out of $2,327.4 million) of AMC's total spare parts requirement is currently funded and on hand. Moreover, AMC data show this pattern of underfunding is expected to continue through fiscal year 2009. Table 5: Status of On-Hand Army War Reserve Spare Parts Requirements as of October 2004: Dollars in millions; Major subordinate commands: Aviation and Missile Command: Aviation; Requirement: $331.5; Value on hand: $56.1; Percentage filled: 16.9%. Major subordinate commands: Aviation and Missile Command: Missiles; Requirement: $98.9; Value on hand: $26.8; Percentage filled: 27.1%. Major subordinate commands: Communications-Electronics Command; Requirement: $344.2; Value on hand: $81.6; Percentage filled: 23.7%. Major subordinate commands: Secondary Item Control Division[A]: Requirement: $197.0; Value on hand: $30.2; Percentage filled: 15.3%. Major subordinate commands: Tank-automotive and Armaments Command: Armaments; Requirement: $245.4; Value on hand: $70.7; Percentage filled: 28.8%. Major subordinate commands: Tank-automotive and Armaments Command: Biological and chemical equipment; Requirement: $117.8; Value on hand: $57.0; Percentage filled: 48.4%. Major subordinate commands: Tank-automotive and Armaments Command: Automotive parts; Requirement: $992.5; Value on hand: $239.3; Percentage filled: 24.1%. Total; Requirement: $2,327.4; Value on hand: $561.7; Source: Army Materiel Command. Note: Totals do not add due to rounding. [A] The Secondary Item Control Division is responsible for items managed by agencies outside of AMC, such as DLA or the General Services Administration. [End of table] As a result of this low funding, war reserve managers told us that they must prioritize how the available funding is allocated based on their professional experience. For example, the war reserve manager for TACOM reported that he tends to spend his available funds on expensive items with long production lead-times, such as tank engines, because they are difficult to acquire on short notice. Conversely, lower cost items with shorter production lead-times, such as tires, do not receive funding priority. The Army accepts the risk of unfunded war reserve requirements in order to fund other priorities, such as operations and the procurement of new systems. Although, the Army has reported the amount of war reserve underfunding to Congress, the risk of not funding the war reserve is not clearly stated. Army Supply Forecasts Did Not Accurately Represent Troop Needs in OIF: The Army's requirements process did not accurately forecast the supplies needed to support U.S. forces during OIF for four of the items we studied (armored vehicle track shoes, lithium batteries, MREs, and tires). As indicated by Army regulation,[Footnote 27] AMC normally uses a computer model to forecast its spare and repair parts requirements. The model uses the average monthly demand over the previous 24 months to predict future equipment use and demand. Although the Army regulation[Footnote 28] indicates that the model should be able to switch to a wartime demand forecasting method, AMC officials stated the system has no wartime forecasting capability. As a result, the Army's supply requirements forecasting model could not forecast the wartime surge in requirements during OIF. In contrast, DLA's model has the capability to forecast requirements for contingencies, but it was not completely effective, as in the case of MREs. Instead of using the model, the Army relied on the expert opinion of item managers, who manage supply items at AMC's subordinate commands. Item managers, however, did not have sufficient information on estimated deployment sizes or duration and intensity of operations to accurately forecast supply requirements for OIF. According to TACOM officials, AMC initially directed item managers to use their expert opinion and knowledge to develop forecasts, without input from operational planners in CENTCOM. AMC officials stated that Army headquarters did not provide them with formal guidance on the duration of the conflict, supply consumption, or size of the deploying force. AMC documents show and their contractors confirm that AMC gathered some anecdotal information on force size and the duration of operations in November 2002. However, item managers at AMC's subordinate commands reported they did not always receive adequate guidance from AMC. For example, officials at TACOM stated they did not receive planning guidance on operational plans from AMC to incorporate into their forecasts of track shoe or tire requirements. The forecasted monthly requirement for Abrams track shoes was 11,125, which was less than half of the actual requirement of 23,462 shoes in April 2003. Forecasts for 5-ton truck tires were also inaccurate. Worldwide demand was forecasted at 1,497 tires during April 2003, less than a third of the actual demand of 4,800. In contrast, officials at CECOM reported that in the summer of 2002, operational planners consulted them about the number of nonrechargeable lithium batteries needed to support operations. Subsequently, CECOM officials presented these new requirements to AMC and the Joint Materiel Priorities and Allocation Board and received $38.2 million in additional obligation authority for BA-5590 and BA-5390 batteries.[Footnote 29] Despite these efforts, demand for batteries outpaced production during OIF combat operations. The Marines forecast supply requirements for their initial operations based on operational plans[Footnote 30] and modeling factors that involve both operational and logistics planners. Modeling factors include historical supply data, number of personnel involved in an operation, distance of operation, and number of days of operation. Normally, the forecasting process includes many echelons of Marine Corps command. Initially, the 1st Marine Expeditionary Force headquarters provides operational plans to the deploying units that determine the supply requirements for an operation. Once the deploying units forecast a supply requirement, it is returned to headquarters for review. Deploying units review the supply requirements again before passing them to the Marine Forces Pacific Command for final assessment. The Marine Corps Logistics Command, the service's integrated logistics manager, sends the requirements to DLA and other supply providers. Supply providers then inform the Logistics Command and the deploying units about their ability to fill the forecasted requirements. According to the Marines, they used this process to forecast supply requirements before deploying to OIF. After the end of major combat operations, the Marine Corps began an after-action review process to analyze the effectiveness of their OIF supply forecast. As part of this analysis, the 1st Marine Expeditionary Force assessed the correlation between supply forecasts and supply usage. This analysis showed that 88 percent of the types of repairable supply items forecasted were actually needed,[Footnote 31] and 62 percent of the types of consumable items forecasted were demanded, in the first 90 days. These data indicate that a significant number of unneeded items could have been sent to theater, placing an unnecessary burden on the distribution system. However, the Marine Corps has not analyzed the accuracy of whether the quantities forecasted equaled the quantities needed. Without such analysis, the Marines cannot determine if their forecasting process provided them with the right items in the right quantity at the right time during OIF. Insufficient and Delayed Funding Limited the Availability of Supply Items for OIF: A lack of sufficient funding (obligation authority) within the Army's working capital fund and delays with the release of funds limited the availability of three reviewed items (armored vehicles track shoes, lithium batteries, and tires). The delays may have been due to the Army's multi-stage process to validate requirements. In contrast, DLA's working capital fund was able to move sufficient obligation authority among accounts to support rapidly increasing demands. AMC Did Not Receive Sufficient Obligation Authority from the Department of the Army to Meet Spare Parts Requirements Promptly: According to a DOD regulation,[Footnote 32] DOD components are supposed to structure their supply chain processes and systems to provide flexible and prompt support during crises. However, during fiscal year 2003, AMC did not promptly receive obligation authority to match its stated requirements. The Department of the Army released $2.9 billion of obligation authority into the Army Working Capital Fund to buy supplies in October 2002 as part of the fiscal year 2003 budget cycle (see fig. 4). This amount was based on the requirements established in the President's Budget prepared 2 years earlier. By the time fiscal year 2003 began, AMC had identified a new supply requirement of $4.8 billion to support both peacetime operations and the ongoing global war on terrorism, but, the obligation authority provided in October 2002 did not support this revised requirement. While Army headquarters provided some additional funding to AMC, AMC increased its supply requirements again in March 2003 to $5.6 billion. However, the total obligation authority AMC received at that time equaled only $4.7 billion. AMC did not receive sufficient obligation authority to support the final validated requirements of nearly $6.9 billion until the end of fiscal year 2003, 4 months after major combat operations ended. Figure 4: Fiscal Year 2003 Army Working Capital Fund Supply Management Requirements and Cumulative Obligation Authority Received: [See PDF for image] Notes: (1) Reset is a term used to define bringing a vehicle that was used during Operation Enduring Freedom and OIF back to a fully mission- capable (serviceable) condition. Resetting a vehicle involves extensive use of spare parts. (2) Numbers are rounded to the nearest tenth of a billion dollars. [End of figure] In addition to establishing requirements to support its peacetime and continuing global war on terrorism operations, AMC identified additional requirements, called reset requirements, of $1.3 billion to support the repair of items coming back from theater. As figure 4 shows, by the end of fiscal year 2003, AMC had received $6.9 billion of its total requirement of $8.2 billion (including reset) in obligation authority, a shortfall of $1.3 billion. We could not determine exactly why sufficient funding was not provided to AMC more quickly, because sufficient records were not available to track when AMC and its subordinate commands requested additional funding from Army headquarters or the amounts requested. Similarly, Army headquarters could not provide information about the timing of its requests for additional obligation authority to the Office of the Under Secretary of Defense (Comptroller). However, the Army's requirements validation process likely contributed to delays in the release of obligation authority into AMC's Army Working Capital Fund. After AMC completes its internal validation process and requests additional funding above the programmed requirement during the year of execution, several organizations within Army headquarters reexamine AMC's requirements. In the absence of specific direction in Army regulations, Army headquarters has developed a process for validating AMC's requirements. While the Office of the Deputy Chief of Staff for Logistics has the main responsibility for validating AMC's functional requirements, the Office of Deputy Chief of Staff for Operations, the Office of the Deputy Chief of Staff for Program and Analysis, and the Assistant Secretary of Army (Financial Management and Comptroller) must also review and agree on the requirements. Once these organizations validate the requirements, the Assistant Secretary of the Army (Financial Management and Comptroller) requests obligation authority from the DOD Comptroller. This lengthy process may have delayed the release of funds and contributed to shortages of tires, track shoes, and lithium batteries. The additional time associated with the Army's validation process was exemplified by events during fiscal year 2003. AMC set its revised supply requirements to $4.8 billion in October 2002. However, the DOD Comptroller did not release the first additional obligation authority of $600 million until January 2003, 3 months later. Army headquarters office released its next increase of obligation authority of $1.1 billion in March 2003, for a total of $4.6 billion; nearly 6 months after AMC identified the initial requirement. Army officials were unable to tell us when they had submitted their requirements to the DOD Comptroller because they said they often submitted requests for additional obligation authority during the fiscal year informally via e- mails and telephone calls. Accordingly, detailed records were not kept. We were able to confirm that the time between the releases of obligation authority from the DOD Comptroller to the department of the Army did not take longer than two weeks. This indicates that for most of the 6 months, AMC's request for additional obligation authority was somewhere in the Department of Army's validation process. In addition to delays in receiving funds, AMC suffered from an overall lack of sufficient obligation authority for its major subordinate commands that contributed directly to shortages of tires, track shoes, and lithium batteries during OIF. Initial priority was to provide funding to the U.S. Army Aviation and Missile Command to support critical aviation systems and then to TACOM for tracked and tactical wheeled vehicles. Without prompt obligation authority, item managers could not contract for supplies in anticipation of customer demands. According to item managers, they need sufficient obligation authority in advance of customer demands in order to have sufficient supplies available. TACOM officials reported that the lack of adequate obligation authority prevented them from buying supplies, including tires and tank track shoes, in anticipation of demands. For example, in October 2002, TACOM item managers identified total requirements of nearly $1.4 billion, but only had authority to obligate approximately $900 million. By May 2003, TACOM's requirements had increased to over $2.1 billion, but only $1.5 billion in obligation authority was available. By the end of the fiscal year, TACOM's total requirement, including funds necessary to reset the force, totaled $2.7 billion, but its obligation authority was less than $2.4 billion. This shows that obligation authority for tires and tank track shoes lagged behind requirements, thereby preventing item managers from buying supplies in anticipation of demand. Similarly, CECOM reported that unfunded requirements over several prior years affected its purchases of lithium batteries. CECOM identified requirements of nearly $1.5 billion for fiscal year 2003, but received less than $1.1 billion in obligation authority for the year. DLA Received Sufficient Obligation Authority to Meet Customer Supply Needs: In contrast to the Army, DLA received sufficient obligation authority from the DOD Comptroller to meet increasing customer supply needs during OIF. DLA set the requirements for its supply management business area at $18.1 billion and received $16.5 billion of this amount in obligation authority in October 2002 (see fig. 5). By February 2003, it had received obligation authority that kept pace with increasing requirements. As requirements increased during OIF, the agency was able to request and receive additional obligation authority to purchase supplies in anticipation of customer needs. By the end of the fiscal year, DLA's supply requirements had reached $25.0 billion, and it had received an equal amount of obligation authority to meet those requirements. Figure 5: Fiscal Year 2003 DLA Supply Management Requirements and Cumulative Obligation Authority Received: [See PDF for image] [End of figure] DLA officials told us they were able to obtain timely increases in obligation authority from the DOD Comptroller because of their requirements validation process. The agency conducts an ongoing review of its requirements throughout the year to ensure they are updated as changes in demand occur. Agency officials then request additional obligation authority directly from the DOD Comptroller. This process allowed DLA to submit requirements and receive increased obligation authority several times during fiscal year 2003. Agency officials stated that having accurate requirements ensures that the DOD Comptroller accepts the requirements without further validation. According to DLA officials, the DOD Comptroller was responsive to the agency's needs, providing additional obligation authority within days of a request. Delayed Acquisition Caused by a Variety of Challenges: The supply system faced several challenges in rapidly acquiring three of the items we reviewed to meet the emerging demands caused by OIF (Interceptor body armor, lithium batteries, and up-armored HMMWVs and kits). According to a DOD regulation,[Footnote 33] supply chain processes and systems, which include relationships with commercial manufacturers, should provide flexible and prompt support during crises. The rapid increase in demand for the three items was not anticipated, and as DOD's supply system attempted to purchase them, its efforts were impeded by problems that varied by item. For example, while lithium battery production was limited by the capacity of a sole source supplier and long production lead-times, body armor manufacturers faced shortages of the material components of the armor. Body Armor Production Did Not Support Increasing Demands: DLA data show that manufacturers of body armor could not meet the surge in demand for the item's two primary components, plates and vests. For example, the worldwide demand for plates increased from 9,586 in December 2002 to 108,808 in March 2003 to a peak of 478,541 in December 2003. A comparison of plate production rates over the same time period shows that only 3,888 plates were produced during December 2002, 31,162 during March 2003, and 49,746 during December 2003. Increasing requirements exceeded the manufacturer's capacity to produce sufficient body armor. For example, in October 2003, CENTCOM expanded requirements for body armor to include all U.S. personnel in its area of responsibility. The industrial base could not meet this new requirement due to a lack of construction materials and long production lead-times. Vest production was hindered by the limited availability of Kevlar; plate production was initially slowed due to a lack of a special backing for the plates and later by the limited availability of the primary component of the plates, ceramic tiles. In addition, the minimum production lead-time of 3 months limited the manufacturers' ability to accelerate production levels to meet increasing demand, especially for plates, which are more difficult to manufacture than vests. Due to these industrial-base limitations, body armor was not issued to all troops in Iraq until January 2004, 8 months after major combat operations were declared over. Lithium Battery Production Did Not Support Increasing Demands: Demand for lithium batteries exceeded inventory and production during OIF. As mentioned earlier in this report, the requirement for lithium batteries had not been assessed for the war reserve for several years. Worldwide demand for lithium batteries increased from 38,956 batteries per month in October 2001 to a peak of 330,600 in April 2003. Concurrent battery production was 32,000 in October 2001 and 114,772 in April 2003, and thus was insufficient to meet demand. CECOM expanded battery production from one to three manufacturers and received $38.2 million to increase production capacity in late 2002; the 8-fold increase in battery demand still outstripped production capacity. A 6- month production lead-time for the batteries precluded the ability of the three manufacturers to meet the peak demand during April 2003. The Marines reported being down to only a 2-day supply of batteries in CENTCOM's area of responsibility in April 2003, despite OIF's priority on worldwide supply shipments. By late 2003, the Army was able to acquire enough batteries so that its inventory exceeded back orders. Pace of Production of Up-Armored HMMWVs and Kits Did Not Match Maximum Capacity: Meeting rapidly increasing requirements for armoring HMMWVs also met with constraints. For example, CENTCOM stated a requirement for 1,407 up-armored HMMWVs to support OIF in August 2003 that grew to 8,105 vehicles in September 2004. Manufacturers were producing 51 up-armored HMMWVs per month in August 2003. Recognizing the increase in requirements in February 2004, the Army reached an agreement with the manufacturers to increase production to 460 vehicles per month by October 2004. However, the signed agreement with the manufacturer indicated that maximum production could have been increased to 500 vehicles. Funding was not available when the requirements increased. As a result, Army officials stated that the up-armored HMMWV manufacturers were unable to operate at the maximum capacity. In order to produce vehicles at a consistent and high rate, the manufacturer needs to be assured of consistent funding at least 3 months in advance of delivery. While additional funding was received in fiscal year 2004, program managers stated they often did not know when the next funding release would occur, further complicating their procurement planning. As of September 2004, Army data shows that 5,330 of the 8,105 required up-armored HMMWVs were in CENTCOM's area of responsibility. Similar issues affected the delivery of add-on-armor kits from the Army's depot system even more dramatically. Kit production in the Army's depot system reached its maximum rate of 3,998 kits per month in April 2004 and would have met the requirement sooner had the Army not slowed production. Moreover, additional unused capacity was available for kit production. In February 2004, a contractor-operated Army facility informed Army depot managers that it could produce an additional 800 kits per month. While item managers stated they did not use this contractor-operated facility due to issues with contract timing and price, they did not have information about the reason for reducing the level of production at the government-operated facilities. Army data show that kit production will meet CENTCOM's September 2004 requirement for 13,872 kits no later than March 2005. DOD's Response to Acquisition Challenge Was Inconsistent: DOD's response to the various acquisition challenges presented by these items was inconsistent, lacked transparency, and did not fully exploit all of its capabilities to influence production. If the Army had forecasted an accurate requirement for the batteries, the need for additional manufacturers would have been recognized and production capacity could have been increased on time to better meet the demand. In the case of the other two items, the rapid increase in demand was not as predictable and DOD responded differently to each. DOD officials made a very aggressive effort to focus on and improve the availability of body armor using regulatory authority to increase production. DOD also provided visibility over the problem and courses of action to Congress. By contrast, DOD's response to the need for more armor protection for HMMWVs was more measured and its acquisition solution was less transparent. This may have been why members of Congress have expressed specific concerns about the availability of these items and designated specific funds for them. Ineffective Theater Distribution Contributed to Shortages of Supply Items: DOD's inability to distribute sufficient quantities of items to troops adversely affected the delivery of many items. While all seven items may have experienced distribution problems, we found that four items (AAV generators, Interceptor body armor, MREs, and tires) were directly and negatively affected, causing troops to experience shortfalls. Distribution is the operational process of synchronizing all elements of the logistics system to deliver the "right things" to the "right place" at the "right time" to support the combatant commander. This complex process involves the precise integration of doctrine,[Footnote 34] transport equipment, personnel, and information technology. Among the problems encountered during OIF were (1) conflicting doctrine defining the authority of the geographic combatant commander to synchronize the distribution of supplies from the U.S. to theater; (2) improper packaging of air shipments from the U.S., which forced personnel in theater to spend time opening and sorting shipments as they arrived; (3) insufficient transportation equipment and supply personnel in theater; and (4) the inability of logistics information systems to support the requisition and shipment of supplies into and through Iraq. Conflicting Doctrine Impeded Effective Distribution: We found that conflicting doctrine impeded the establishment of a distribution system capable of delivering supplies to the warfighter smoothly and on time. Distribution begins with the supplier, ends with the warfighter, and includes all systems, both physical and informational, needed to move and manage supplies between the two ends. Currently, joint doctrine institutionalizes separate management of sections of the end-to-end distribution system by placing responsibility for logistics support outside the theater with the individual services and the U.S. Transportation Command.[Footnote 35] However, it also requires the theater commander to synchronize all aspects of logistics necessary to support the mission.[Footnote 36] This conflicting doctrine is contrary to DOD's distribution principle of centralized management, which prescribes that one manager should be responsible for the end-to-end distribution of supplies. A SAIC study also reports that joint doctrine does not contain any specific or prescriptive guidance on how the combatant commander might ensure a seamless distribution process.[Footnote 37] During OIF, the CENTCOM combatant commander could not synchronize the distribution process to support the mission, as required by doctrine, with the level of control that joint doctrine suggests. Instead, the combatant commander had to rely on other DOD components responsible for different functions along the distribution process to gain end-to- end visibility as supplies moved through the distribution system. For example, as we reported in December 2003,[Footnote 38] although CENTCOM issued a policy requiring the use of radio frequency identification tags on all shipments,[Footnote 39] to track assets shipped to and within the theater, tags were not always used. Officials from various DOD components reported that, while no data were compiled on the frequency of shipments being labeled with radio frequency identification tags, only about 30 percent of the pallets and containers coming into the theater were tagged. Officials gave various reasons for not following the commander's policy, such as personnel were not trained to use the technology, tags were not available to place on loads moving through the system, and requirements to use the technology were not compatible with current operating systems. In addition, some Army officials reported that CENTCOM does not have jurisdiction over their process for shipping and tracking assets. Therefore, while CENTCOM issued guidance directing the implementation of an in-transit visibility system that relied on the tags, the command could not control the organizations outside of theater responsible for applying the tags to ensure their proper use. Initial Shipments from the U.S. to the Theater Were Not Properly Packaged: DOD's distribution principle of maximizing throughput calls for reducing the number of times that supplies are opened and sorted in transit so that distribution to warfighters is prompt. Early in OIF, inefficient packaging and palletizing of air shipments created supply backlogs in Kuwait. In turn, these backlogs delayed the delivery of supplies shipped by air to units in Iraq, which included armored vehicle track shoes, body armor, and tires. Insufficient information was available to allow us to link how each individual item was affected by this distribution problem. According to Army officials, shipments move most efficiently when they are packed and palletized[Footnote 40] so that they do not have to be unpacked and reloaded while in transit; sending such "pure" shipments to a single unit is a standard peacetime procedure. During OIF, Army officials expected each pallet or container to contain supplies for only one unit or location. However, initial shipments included spare parts and supplies for several geographically separate units. DLA officials stated that U.S. distribution centers could not handle the high volume of supplies and many shipments were loaded with items for more than one customer or "mixed." They also said that the volume of supplies arriving daily for consolidation into air shipments overwhelmed distribution centers in the U.S. The facilities were structured to handle peacetime requirements and lacked the necessary equipment and personnel to handle the surge capacity associated with wartime. Officials stated that mixed cargo was often sent to the theater without being sorted in order to make room for incoming supplies. Moreover, the lack of sorting continued because of a miscommunication between CENTCOM and DLA, the shipper. CENTCOM expected the peacetime practice of pure pallets would continue during OIF, while DLA officials focused on moving pallets to theater regardless of whether they were pure or mixed. However, at that same time RAND analysts reported that DLA facilities were sending pure pallets to U.S. Army units in Europe and Korea. Once in theater, mixed shipments had to be manually opened, sorted, and re-palletized at theater distribution points, causing additional delays. According to staff at the Theater Distribution Center in Kuwait, some mixed shipments were not marked with all the intended destinations so the contents of the shipments had to be examined. Army officials stated that because mixed pallets of supplies were initially sent to theater, over 9,000 pallets piled up at the center. By the fall of 2003, 30 percent of the pallets arriving at the center still had to be reconfigured in some way. The Army and DLA recognized the problem and worked in conjunction with CENTCOM to establish a "pure palleting" process at the distribution center in Pennsylvania. This resulted in potentially longer processing times in the United States in order reduce customer wait time in theater. According to a RAND study,[Footnote 41] the pallets arriving in theater between January and August 2003 contained more than 20,000 cardboard boxes of small items. Over 4,300 boxes, about one in every five, were mixed and may have been opened and the contents sorted before being forwarded on to customers, which further delayed delivery. The RAND study showed that it took an average of 25 to 30 days for such mixed boxes to travel from a port in theater, through the theater center, to the supply activity that ordered it. In contrast, when a box with items for only one unit was shipped, it took an average of 5 to 10 days to reach the customer. Shortages of Supply Personnel and Transportation Equipment Hampered Supply Distribution: The lack of sufficient logistics resources, such as trained supply personnel and cargo trucks, hindered DOD's efforts to move supplies promptly from ports and theater distribution centers to the units that had ordered them, as expected under the DOD principle of optimizing the distribution system. As a result, some troops experienced delays in receiving MREs and other supplies, thereby reducing operational capabilities and increasing risk. According to military personnel, there was a shortage of support personnel in theater prior to and during the arrival of combat forces. Moreover, those that arrived were often untrained or not skilled in the duties they were asked to perform. The effects of these shortages of trained personnel were most evident at the Theater Distribution Center and resulted in delays in the processing (receipt, sorting, and forwarding) of supplies, and backlogs. For example, in the late February to early March 2003 time frame, the Center had only about 200 reserve personnel and did not reach its authorized staffing level of 965 supply/support personnel until May 2003. Moreover, when the center opened, it already had an estimated 5,000-pallet backlog and its commander employed ad hoc work details drawn from surrounding support units to help. Furthermore, organizations outside of the theater, such as TACOM, sent personnel to Kuwait to ensure that specific items, such as tires, were properly processed and sent to the correct customers. Moreover, according to after-action reports, lessons learned studies, and discussions with military personnel, the lack of adequate ground transportation, especially cargo trucks, contributed significantly to the distribution problems. For example, an Army official with the 377th Theater Support Command, which was responsible for logistics support in Kuwait, stated that when combat began his unit needed 930 light/medium and medium trucks but had only 515 trucks on hand. Although his unit "managed" with what was available, he said that the shortage of equipment used to haul supplies into Iraq created a strain on materiel movement. Both the Marine Corps and the 3rd Infantry Division also reported that available transportation assets could not meet their capacity requirements. Even high-priority items, such as food did not always move as intended. According to a CENTCOM after- action report, contractors responsible for moving MREs from ports to the Theater Distribution Center at times had only 50 of the 80 trucks needed. DLA officials reported that at one time 1.4 million MREs were stored at a port in theater, awaiting transport to customers. One cause for the distribution resource problems was the failure of the force deployment planning process to properly synchronize the flow of combat and support forces. DOD normally uses time-phased force deployment data to identify and synchronize the flow of forces during an operation. Key elements of this process include requirements for military transportation companies, contractor provided services, and host nation logistics support. However, the process was "thrown out" in the planning leading up to OIF. Around November 2002, DOD started to use another method for deployment planning, referred to as the Request for Forces process. The Request for Forces process segregated the initial deployment plan into over 50 separate deployment orders. DOD's priority was for combat forces to move into theater first. Under this new process, logistics unit commanders had to justify the flow of their units and equipment into the theater--often with little success. According to some DOD planners, this approach did not adequately meet planner needs, especially the needs of logisticians. Each deployment order required its own transportation feasibility analysis, which resulted in a choppy flow of forces into the theater. This in turn caused imbalances in the types of personnel needed in the theater to handle logistics requirements. Furthermore, a RAND study suggests that distribution assets, particularly for components such as the 377th Theater Support Command and the 3rd Corps Support Command, were either deleted from the deployment plan or shifted back in the deployment timeline.[Footnote 42] As a result, logistics personnel could not effectively support the increasing numbers of combat troops moving into theater. DOD took steps to mitigate the impact of some distribution problems, but these did not always work. For example, according to a RAND report, priority was given to moving critical supplies, such as food, water, ammunition, and fuel. Other items, to include spare parts, were moved on a very limited, opportune basis. As a result, according to one after- action report, it took nearly 2 weeks after U.S. forces moved into Iraq for the first shipment of spare parts to reach combat forces, and this delivery was inadequate to support an entire division engaged in combat operations. Moreover, the Army confirmed that after 45 days of enemy engagement, moving water still consumed over 60 percent of available theater transportation trucks. A Marine Corps after-action report[Footnote 43] listed repair parts distribution as a "near- complete failure." In order to move supplies to the troops, both the Army and Marines contracted for additional trucks. For example, the Marine Corps contracted for $25.6 million in services from several commercial trucking companies to support combat operations. It justified this action by identifying deficiencies in the provision of transportation support they expected from other components in theater. However, Army officials stated that its contractors did not always have sufficient trucks to move supplies as required because contracts did not specify a level of operational readiness for trucks. As a result, even if trucks were available, they were not always functional. In its after-action report, the 3rd Infantry Division stated that available transportation assets and contracted host nation support could not meet divisional requirements for carrying capacity. Information Systems did not Support Supply Distribution: According to military doctrine, financial, communication, and information systems used to support supply distribution must be accessible, integrated, connected, and contain accurate and up-to-date information.[Footnote 44] In other words, these systems need to provide a seamless flow of all types of essential data from the point of production to the warfighter. However during OIF, the logistics systems used to order, track, and account for supplies were not well integrated; moreover, they could not provide the essential information necessary to effectively manage theater distribution. Data Transmission Problems Hindered Supply Requisitions: Logistics information systems in use during OIF could not effectively transmit data, making it difficult to process and track requisitions for critical supplies. A number of factors limited communications between the various logistics systems, including a lack of bandwidth in the theater to satisfy all systems users, systems that were incompatible with each other, units lacking the necessary equipment or being delayed in connecting to the supply system, and distances being too great for supply activities to effectively transmit data by radio. For example, the supply activities in the Army's 3rd Infantry Division only received about 2,500 of the over 10,000 items--including armored vehicle track shoes, lithium batteries, and tires--they requisitioned between August 2002 and September 2003. Officials at the 3rd Infantry Division attributed this issue specifically to communications problems between systems. Army officials also attribute poor communications as a major factor leading to a $1.2 billion discrepancy between the amount of supplies shipped to the theater and the amount actually acknowledged as received, which we reported on in December 2003.[Footnote 45] The Marine Corps similarly experienced communications problems between its information technology systems during OIF. Marine forces deployed with two different versions of the Marine Corps Asset Tracking Logistics & Supply System logistics information system, which were not compatible with each other. Marine Corps units in the 1st Marine Expeditionary Force were using the Asset Tracking Logistics & Supply System I for frontline logistics, while the 2nd Marine Expeditionary Force was using the Asset Tracking Logistics & Supply System II+ for theater support.[Footnote 46] Therefore, requisitions from Marine support activities at the front lines could not be transmitted directly to Marine logistics units in the rear. Instead, the Marines used other processes, such as e-mail and satellite phone to requisition supplies. However, this left ordering units without any information on the status of their requisitions. As a result, many duplicate orders were submitted and may have unnecessarily added more cargo to the already overwhelmed theater distribution system. A study by SAIC also noted that the lack of logistics communications was a weaknesses during OIF.[Footnote 47] The Army's Deputy Chief of Staff for Logistics has since provided satellite communications equipment to the units operating in theater to help alleviate these communication difficulties. Available Logistics Information Systems Did Not Provide Adequate Visibility: Another major problem encountered during OIF was a lack of adequate visibility over supplies in the distribution system. While the operation order for OIF called for the use of radio frequency identification, tracking was limited primarily by a failure to place radio frequency identification tags on all shipments sent to the theater and a lack of fixed scanners needed to read radio frequency identification tags. For example, some ports, such as one we observed in Bahrain, had no scanners at all. Another equally challenging problem was that scanners often failed under the harsh environmental conditions. According to one Army assessment, only 50 percent of the scanners inspected in Kuwait were operational. In addition to problems with the radio frequency identification technology, there was no suitable information system infrastructure to track and identify supply assets. SAIC reported that the Joint Total Asset Visibility system could not provide commanders with the asset visibility they needed, while military officials in theater told us they knew of no joint system that tracked supplies from the point of production to the warfighter. Rather, logistics personnel relied on a number of unintegrated tracking systems. As a result, CENTCOM and the major combat forces in the Army and Marine Corps could not adequately track or identify supplies moving to and within the theater. The lack of in-transit visibility over supplies significantly effected distribution. For example, an Army official responsible for logistics operations at the Theater Distribution Center noted that incomplete radio frequency identification tags forced the center's personnel to spend time opening and sorting incoming shipments. This, in turn, significantly increased processing time, contrary to DOD's principle of maximizing throughput. As a result, according to a CENTCOM issue paper, around 1500 Small Arms Protective Inserts plates for body armor were lost. Another CENTCOM report stated that 17 containers of MREs were left at a supply base in Iraq for over a week because no one at the base knew they were there. According to Marine Corps officials, they became frustrated with their inability to "see" supplies moving towards them and lost trust and confidence in the logistics system and processes. For example, the Marines could only verify the receipt of 15 out of 140 AAV generators that were shipped to them. Changes to Unit Address Codes Disrupted Logistics Information Systems: The use of new OIF-specific address codes, known as Department of Defense Activity Address Codes, for ordering supplies limited the effectiveness of logistics information technology.[Footnote 48] The codes ensure that supplies are sent to the correct address of the ordering unit and that the correct unit is charged for the supplies. Because of poor linkages between Army logistics and financial systems, a problem of where to ship and who to bill surfaces unless a unit or activity deploys intact. For example, while some parts of the 3rd Infantry Division remained in the U.S. during OIF, the majority of the division deployed to Iraq. To ensure that ordered supplies went to the correct location of a deployed unit and that the unit was correctly charged, new codes specifically set up for OIF were issued to deploying entities. Meanwhile, the original codes remained with that portion of the unit that did not deploy. Approximately 10,000 new codes were created for OIF. This caused significant disruptions to logistics information systems as new data had to be manually updated in each system. Many problems occurred during this process, such as the issuance of inactive codes, use of codes already assigned to other units, and incorrect data being input into logistics systems. These problems were another factor contributing to the $1.2 billion discrepancy between supplies shipped and supplies received. Furthermore, there was a delay in updating the master code schedule that contained all the locations associated with the new codes. This caused significant problems for the Theater Distribution Center. According to an April 10, 2003 Theater Distribution Center log entry, "Upwards of 50% of pallets shipped to Doha and 20-30% of pallets shipped to Arifjan are being returned/rejected with the reason being, 'it doesn't belong here.' The master [codes] are not being updated when units move in or out and the [theater distribution center] is double and triple handling cargo." Given that the center was already experiencing problems with personnel and equipment shortages; additional handling of the same supplies increased their difficulties. Logistics Personnel Were Not Trained on Some of the Logistics Information Systems in Use: A lack of adequate training for logistics personnel also negatively impacted the performance of logistics information systems. For example, according to a 101st Airborne after-action review, loading codes and interfacing with data caused problems that training could have resolved. Lack of training also contributed to problems with asset visibility. According to a logistics study, units were generally not trained in the use of radio frequency identification devices. Marine Corps officials likewise stated that their personnel were untrained in the use of tracking equipment. DOD Actions to Improve Supply Availability for Current and Future Operations: As a result of logistics issues that arose during OIF, DOD, the services, and the defense agencies have undertaken a number of actions to improve the availability of equipment and supplies during ongoing and future operations. Some are short-term actions aimed at improving immediate supply availability. For example, as a result of the battery shortage, the Joint Staff Logistics Directorate established in July 2003 a revolving "critical few list" of approximately 25 items that the services and various commands report as most critically needed worldwide. The Joint Staff Logistics Directorate, in conjunction with the services, determines the causes of the shortages and makes recommendations to the Office of the Secretary of Defense and the services for corrective action and execution. Other actions are long- term, systemic changes that are designed to improve the overall effectiveness of the supply system. While we did not evaluate the changes' potential for success, we observed that the majority of them focus on the distribution aspects of logistics problems, not the full range of supply deficiencies we identified. However, other GAO engagements are currently underway to assess some of these initiatives. (Specific short-term and long-term actions related to each item are noted in the appendixes.) * Inaccurate and inadequately funded war reserve requirements. The Army has not updated or run its war reserve model in order to systemically ensure the accuracy of its war reserve requirements. Due to its risk management decisions, it has also not funded its war reserve requirements. However, the Army has made manual changes to its war reserve inventory levels, based on the usage of certain items during OIF. * Inaccurate supply forecasts. DOD and the services have not undertaken systemic actions specifically aimed at improving the accuracy of supply forecast. However, DLA has undertaken action to improve its customer support through its Customer Relationship Management program, which could potentially improve its ability to forecast customer demands. * Insufficient and delayed funding. The Army has not undertaken long- term actions to expedite its funding process during contingencies to be more responsive to customer needs. However, it has undertaken short- term actions to obtain additional funding for specific supply items. For example, AMC directed funding towards armored vehicle track shoes. * Delayed acquisition. DOD has not undertaken long-term actions to address acquisition issues that contributed to shortages of certain case study items. However, DLA has undertaken other actions to improve its ability to leverage industrial-base capabilities. DLA seeks to improve industrial-base support through its collaborative planning initiatives with industry. For example, its Strategic Materiel Sourcing program establishes long-term contracts for approximately 500,000 (of a total 4.6 million) items the agency considers critical to its customers' needs. In addition, its Strategic Supplier Alliances program establishes formal relationships with the agency's top 32 sole source suppliers. * Ineffective distribution. DOD has undertaken many initiatives to improve its distribution system, including the Secretary of Defense's designation of the U.S. Transportation Command as the Distribution Process Owner. According to a Secretary of Defense memorandum,[Footnote 49] the U.S. Transportation Command is responsible for improving the overall efficiency and interoperability of distribution-related activities. In January 2004, the command established a CENTCOM Deployment and Distribution Operations Center, which is responsible for directing airport, seaport, and land transportation operations within the OIF theater. DOD's Pure Pallet initiative seeks to reduce inefficiencies in the distribution process and improve in-transit tracking of shipments by building containers and pallets with radio frequency identification tags that are designated to units within a specific geographic location. The Army and DLA have also undertaken numerous actions to improve the distribution system. The Army has identified four areas of focus for the next 2 years: (1) "Connect Army Logisticians" by using technology to provide logisticians and warfighters with real-time visibility over distribution and warfighter requirements, (2) "Modernize Theater Distribution" by developing a distribution-based logistics system to support the warfighter, (3) "Integrate the Supply Chain" by providing a system wide view of the supply chain through the integration of processes, information, and responsibilities, and (4) "Improve Force Reception" by enhancing the Army's ability to deploy forces to theaters of operation by establishing an early port opening capability that will result in-theater expansion and increased theater sustainment. Furthermore, the Army has expanded its Rapid Fielding Initiative, which accelerates acquisition and fielding processes to ensure that troops deploy with high-priority items. DLA has also expanded its Forward Stocking Initiative by opening a fifth forward stock depot in Kuwait to reduce customer wait time and transportation costs. Moreover, AMC and DLA have formed a partnership in which they will explore the use of commercial systems to increase supply readiness, improve in-transit visibility, cut costs, and improve parts resupply to field locations. Conclusions: In times of war, the defense supply system needs to be as responsive and agile as the combat forces that depend upon it. In the Quadrennial Defense Review for 2001, DOD stated its intention to transform its logistics capabilities to improve the deployment process and implement new logistics support tools that accelerate logistics integration between the services and reduce logistics demand and cost. OIF tested this system as well as industry's capability to meet rapidly increasing demands, and, in many instances, the system failed to respond quickly enough to meet the needs of modern warfare. While units in Iraq achieved success on the battlefield, the supply chain did not always adequately support the troops and combat operations. A number of problems prevented DOD from providing supply support to its combat forces at many points in the process, which reduced operational capabilities and forced combat commanders to accept additional risk in completing their missions. An inability to adequately predict the needs of warfighters at the onset of the war, coupled with a slow process for obtaining additional resources once those needs were identified, resulted in critical wartime shortages. In addition, even when sufficient supply inventories were available within the system, they were not always delivered to the combat forces when they needed them. All of these problems were influenced to some extent by a lack of accurate and timely information needed to support processes and decisions. Unless DOD's logistics process improves the availability of critical supplies during wartime, combat forces engaged in future operations will likely be exposed to risks similar to those experienced in Iraq. These risks will continue to exist unless DOD is able to improve the availability of war reserve supplies at the start of operations and overcomes problems forecasting accurate wartime demands. Moreover, delays in the Army's funding processes will continue to place U.S. troops at risk by not enabling AMC to swiftly meet surges in wartime demands. In addition, future combat operations may be adversely affected unless DOD is able to anticipate acquisition delays that could affect the availability of critical supplies and provide transparency into how it expects to mitigate production risks. Finally, merely increasing the availability of supplies in the inventory will not help combat forces in the field. Troops will continue to face reduced operational capabilities and unnecessary risks unless DOD's supply chain can distribute the right supplies to the right places when warfighters need them. While DOD took immediate steps to overcome some shortages, and is beginning to develop solutions to some of the problems identified during OIF, most systemic solutions have tended to center on resolving distribution problems. If supply logistics transformation is to be successful, DOD's supply chain reform will need to include solutions for the full gamut of identified deficiencies contributing to supply shortages during OIF. An integrated approach to addressing all of these deficiencies will increase DOD's potential to achieve responsive, consistent, and reliable support to warfighters, a goal envisioned in the National Military Strategy and its logistics concepts and necessary to support the continued dominance of the U.S. military. Recommendations for Executive Action: To improve the effectiveness of DOD's supply system in supporting deployed forces for contingencies, we recommend that the Secretary of Defense direct the Secretary of the Army to take the following three actions and specify when they will be completed: * Improve the accuracy of Army war reserve requirements and transparency about their adequacy by: * updating the war reserve models with OIF consumption data that validate the type and number of items needed, * modeling war reserve requirements at least annually to update the war reserve estimates based on changing operational and equipment requirements, and: * disclosing to Congress the impact on military operations of its risk management decision about the percentage of war reserves being funded. * Improve the accuracy of its wartime supply requirements forecasting process by: * developing models that can compute operational supply requirements for deploying units more promptly as part of prewar planning and: * providing item managers with operational information in a timely manner so they can adjust modeled wartime requirements as necessary. * Reduce the time delay in granting increased obligation authority to the Army Materiel Command and its subordinate commands to support their forecasted wartime requirements by establishing an expeditious supply requirements validation process that provides accurate information to support timely and sufficient funding. We also recommend that the Secretary of Defense direct the Secretary of the Navy to improve the accuracy of the Marine Corps' wartime supply requirements forecasting process by completing the reconciliation of the Marine Corps' forecasted requirements with actual OIF consumption data to validate the number as well as types of items needed and making necessary adjustments to their requirements. The department should also specify when these actions will be completed. We recommend that the Secretary of Defense direct the Secretary of the Army and Director of the Defense Logistics Agency to take the following two actions: * minimize future acquisition delays by assessing the industrial-base capacity to meet updated forecasted demands for critical items within the time frames required by operational plans as well as specify when this assessment will be completed and: * provide visibility to Congress and other decision makers about how the department plans to acquire critical items to meet demands that emerge during contingencies. We also recommend the Secretary of Defense take the following three actions and specify when they will be completed: * revise current joint logistics doctrine to clearly state, consistent with policy, who has responsibility and authority for synchronizing the distribution of supplies from the U.S. to deployed units during operations, * develop and exercise, through a mix of computer simulations and field training, deployable supply receiving and distribution capabilities including trained personnel and related equipment for implementing improved supply management practices, such as radio frequency identification tags that provide in-transit visibility of supplies, to ensure they are sufficient and capable of meeting the requirements in operational plans, and: * establish common supply information systems that ensure the DOD and the services can requisition supplies promptly and match incoming supplies with unit requisitions to facilitate expeditious and accurate distribution. Matter for Congressional Consideration: To improve visibility over the adequacy of the Army's war reserves, Congress may wish to consider requiring the Secretary of Defense to provide it information that discloses the risks associated with not fully funding the Army war reserve. This report should include not just the level of funding for the war reserve, which is currently reported, but timely and accurate information on the sufficiency of the war reserve inventory and its impact on the Army's ability to conduct operations. Agency Comments and Our Evaluation: In written comments on a draft of this report, DOD agreed with the intent of the recommendations and cited actions it has or is taking to eliminate supply chain deficiencies. Some of the actions could resolve the problems we identified when completed. Because DOD did not specify dates for completing all of its actions, we modified our recommendations to require specific time lines for their completion. DOD is taking other actions that are not sufficient to fulfill our recommendations and, in several cases the department's comments did not specifically address how it plans to improve current practices. In addition to our evaluation below, we address each of DOD's comments in appendix XI where its complete response is reprinted. The department cited several actions it is taking to improve the accuracy of war reserve requirements, support prewar planning through supply forecasting, minimize future acquisition delays, and improve supply distribution. However, it did not clearly identify time lines for fully implementing most of these actions. For example, initiatives to improve modeling and data for determining war reserves had no dates for implementation. In some cases, the department provided tentative schedules, such as with the fielding of the Army's Logistics Modernization Program to improve supply forecasting, which it expects to be in full use in fiscal year 2007. In another instance, it provided a May 2006 deadline for the developing an information technology plan to improve distribution, but did not indicate when the plan's recommendations will be implemented. Therefore, we have modified our recommendations to require that DOD specify when these actions will be completed. In two instances DOD cited actions we do not consider sufficient to fulfill our recommendations. The department stated that its annual Industrial Capabilities Report to Congress, as well as the budget process and other forums, provide adequate information on acquisition of critical items. While we agree that the report provided visibility about some items, such as body armor, it did not identify concerns about acquiring up-armored HMMWVs and kits. Therefore, we do not believe current reporting forums provide Congress with the consistent visibility and information needed to make informed decisions on actions that could speed the acquisition of critical items. In another instance, DOD cites the establishment of the Deployment and Distribution Center in CENTCOM as its means of testing improvements to distribution capabilities. While the center may improve deployable logistics capability, the department did not commit to actions, as we recommended, that would ensure through simulation and field training that there are sufficient trained personnel and equipment to meet the requirements of the operational plans--a problem in theater before and during the arrival of combat forces. Therefore, we continue to believe these recommendations have merit. DOD did not commit to any specific action to improve transparency to Congress of the risks associated with inadequately funding Army war reserves. The department said this risk is already reported to Congress in the budget process and a number of other ways. As stated in this report, the methods cited by DOD, such as the budget documentation, do not ensure consistent transparency by clearly stating the operational risks of underfunding the Army war reserves. Therefore we believe our recommendation has merit and have added a matter for congressional consideration that suggests Congress may wish to require DOD to disclose the risks associated with not fully funding the Army war reserve. While DOD agreed with the intent of three recommendations, it did not commit to any specific actions to address them. The recommendations would (1) ensure item managers are provided operational information in a timely manner, (2) reduce the time delay in granting increased obligation authority to AMC and its subordinate commands, and (3) revise joint doctrine to clarify responsibility and authority for synchronizing distribution. We believe that these recommendations have merit and have cited the reasons in our comments in Appendix XI. We are sending copies of this report to the appropriate congressional committees; the Secretary of Defense; the Secretaries of the Army and the Navy; the Commandant of the Marine Corps; the Commander, U.S. Central Command; the Commander, U.S. Transportation Command; the Director of the Defense Logistics Agency; and other interested parties. If you or your staff members have any questions regarding this report, please contact me at (202) 512-8365. Key contributors to this report are listed in appendix XII. Signed by: William M. Solis, Director: Defense Capabilities and Management: [End of section] Appendixes: Appendix I: Scope and Methodology: To address our objectives, we employed a case study approach, selecting nine supply items with reported shortages as a way to assess the availability of supplies and spare parts during Operation Iraqi Freedom (OIF). We judgmentally selected the nine items because we believed they presented possible shortages with operational impacts based on our prior work on OIF logistics and other sources such as military "after- action" reports on OIF operations, military and contractor "lessons learned" studies, briefings, congressional testimonies, and interviews with Department of Defense (DOD) and military service officials covering the time period between October 2002 and September 2004. We selected the items to encompass a variety of supply sources and users within DOD, the Army, and the Marine Corps. The items we selected and the supply sources for each item are shown in table 6. Table 6: Item and Supply Manager: Item: Assault Amphibian Vehicle (AAV) generators; Supply manager: Defense Logistics Agency (Defense Supply Center Columbus) and Marine Corps Logistics Command. Item: Armored vehicle track shoes; Supply manager: Army Materiel Command (Tank-automotive and Armaments Command). Item: Interceptor body armor; Supply manager: Defense Logistics Agency (Defense Supply Center Philadelphia). Item: Chemical-biological suits; Supply manager: Defense Logistics Agency (Defense Supply Center Philadelphia). Item: Lithium batteries; Supply manager: Army Materiel Command (Communications-Electronics Command). Item: Helicopter rotor blades; Supply manager: Naval Inventory Control Point Philadelphia. Item: Meals Ready-to-Eat (MRE); Supply manager: Defense Logistics Agency (Defense Supply Center Philadelphia). Item: Tires for 5-ton trucks and High-Mobility Multi-Purpose Wheeled Vehicles (HMMWV); Supply manager: Army Materiel Command (Tank- automotive and Armaments Command). Item: Up-armored HMMWVs and add-on armor kits; Supply manager: Program Executive Office Combat Support and Combat Service Support, Warren, Mich. Source: GAO. Note: The Defense Logistics Agency (DLA) became the manager of lithium batteries in October 2004. [End of table] To verify the existence of reported shortages and to determine their extent, we interviewed DOD logistics officials and industrial-base suppliers. We also collected and analyzed supply data, such as requirements, customer demands, inventory levels, p